Formation & Governance

Comprehensive services for incorporating nonprofits, drafting essential policies, and creating detailed strategic reports. Navigate the legal requirements of nonprofit formation, develop clear and effective governance policies, and produce reports that support organizational growth. Create a strong foundation for running a compliant, impactful nonprofit. 

Assisting organizations with the legal formation and registration process for 501(c)(3) status, ensuring compliance with IRS regulations.

Guiding organizations through the filing process for IRS tax exemption applications (Form 1023), ensuring all necessary documentation and compliance requirements are met.

Creating robust governance frameworks that define roles, responsibilities, and decision-making processes to promote transparency, accountability, and effective leadership.

Developing comprehensive policies that ensure sustainable growth and responsible management of endowment funds, aligning financial strategy with organizational goals.

Designing clear and actionable charters for advisory committees, outlining their purpose, scope, and operational guidelines to support strategic initiatives and organizational success.